Marketing Assistant

HUB International Limited

HUB International is a top 5 global insurance broker providing a broad array of property, casualty, risk management, life and health, employee benefits, investment and wealth management products and services. HUB has more than 650 offices across the United States, Canada and Puerto Rico with more than 19,000 employees. Our regional offices throughout North America are dedicated to helping individuals and businesses evaluate and manage their risks and insurance needs. We are a company dedicated to superior customer service with employees committed to adding value to every client activity.

Purpose of Position:

Supports Account Executive in the marketing, sales and administration of group products.

Essential Functions:

• Prepare requests for proposals (RFPs). Prepare client proposals for current clients and prospects utilizing word-processing, database, vendor information and spreadsheets.
• Must have working knowledge of all lines of Group Benefits products in order to review and prepare proposals.
• Maintain current and accurate prospect, client, and vendor database and hard files.
• Communicate case status with Producer, Employee Benefit Specialist(s), Account Manager(s), Administrative Assistant(s) and Clients.
• Prepare detailed analysis of bids received.
• Assure sold business cases are completed and filed.
• Prepare reports including group prospect, renewal, commissions, products and sales. Resolve client questions and problems in absence of Producer.
• Remain current on new products and marketing concepts. Attend continuing education courses and miscellaneous seminars to obtain and/or maintain Group I license.
• Assist with implementation of new policies, services.
• Review new business paperwork and work with prospect and client as required; obtaining signatures, policy/contract delivery and problem resolution.

Experience / Educational Requirements:

• High School Diploma; 2 - 4 years of related college experience preferred.
• Preferred knowledge of proposal software packages, group life and health insurance products, formal presentation packages, death benefits, life insurance application processing and policy servicing.
• Group I Life & Health Insurance license required (or obtained within 90 days of employment).

Skill and Quality Requirements:

• Computer and office equipment experience:
• Word-processing Software (Word)
• Spreadsheet (Excel)
• PowerPoint Presentations
• Database (Agency Expert)
• General office equipment including copier, fax, 10-key calculator, binder and phone.
• Good data entry skills: typing 45 wpm.
• Spreadsheet development (simple formulas).
• Proposal software installation and utilization.
• Proposal preparation (utilizing word-processor and/or computerized presentation packages).
• Excellent interpersonal and communication skills (oral, written and presentation): Formal presentation preparation skills.
• Ability to speak with clients with poise, voice control, and confidence, using correct English and well-modulated voice.
• Ability to prepare business letters, memos, summaries and reports using prescribed format and conform to all rules of punctuation, grammar, diction, and style.
• Leadership, team and customer service attitude.
• Decision making ability; use independent thinking as needed.
• Must be attentive to detail and produce accurate work.
• Must be dependable and flexible in changing priorities with the ability to handle multiple tasks.
• Ability to apply common sense understanding to carry out instructions furnished in written, oral or diagrammatic form.